Point of Sale stands for:
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During the settings one must still indicate that this should be available at the POS. Thus this is then after configuration with the salesman (see salesman/payment types) at the cashier visible.
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Special payment types such as 'Invoice' do not close the created invoice when selected. Invoices created in this way must be manually marked as paid. See also (Part) Payments: Invoices - Backoffice#Backoffice (partial) payments |
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It is necessary to select these three options correctly so that to avoid any error in the cancellation of the invoices! |
Configuration of the POS
Before you can set up a cash register, you must first do the following:
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| Term | Explication | Note |
|---|---|---|
| Date from & to | The period for which you want to narrow down your search | |
| Customer | For a specific customer | |
| User | Logged in user | Searching for users is very helpful, should not use multiple users 1 account (who billed when/what...). |
| Amount from & to | Limiting desired amounts | |
| Payment method | Filtered according to certain payment types | |
| Agent | Filter by invoices with set agent | The sales agent can be stored as a 'sales agent' or a 'customer' in an invoice. |
| Item | Filter by a specific item | Only when grouping by product or booking reference. |
| Item category | Filter by a specific item category | Here all articles are shown which are assigned to this category. Only when grouping by product or booking reference. |
| Include Cash Book? | Filter by cash book entries or POS invoices | If, for example, you need to print a report, you can explicitly filter by which areas your entries are from. |
| Representation | Filtering with or without representation | |
| Representative | Filter by specific representatives on whose behalf you sell | Here you can search for individual representative. |
| Text search | Only when grouping by product or booking reference. | |
| Discount | Filter by discounted bills | Only when grouping by product or booking reference. |
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